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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$5.8M
3
+$4.69M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.42M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$35K 0.03%
+1,500
302
$35K 0.03%
+807
303
$35K 0.03%
+200
304
$34K 0.03%
+448
305
$34K 0.03%
+844
306
$33K 0.03%
+1,500
307
$30K 0.02%
+314
308
$30K 0.02%
+400
309
$29K 0.02%
+473
310
$29K 0.02%
+345
311
$29K 0.02%
+806
312
$29K 0.02%
+320
313
$29K 0.02%
+500
314
$29K 0.02%
+400
315
$29K 0.02%
+3,100
316
$28K 0.02%
+576
317
$28K 0.02%
+1,350
318
$28K 0.02%
+3,000
319
$28K 0.02%
+800
320
$28K 0.02%
+850
321
$28K 0.02%
+1,040
322
$28K 0.02%
+1,952
323
$27K 0.02%
+770
324
$27K 0.02%
+2,052
325
$27K 0.02%
+1,450
11 12
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